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loan-officer/references/skills.md
2026-08-15 16:07:02 +02:00

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# Competences — loan officer
Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/8e185c49-704e-49c0-8584-a7e0b618f628).
## Essential
- **actuarial science** (knowledge)
- **analyse business plans** (skill/competence)
- **analyse financial risk** (skill/competence)
- **analyse loans** (skill/competence)
- **banking activities** (knowledge)
- **consult credit score** (skill/competence)
- **core banking software** (knowledge)
- **credit control processes** (knowledge)
- **decide on loan applications** (skill/competence)
- **examine credit ratings** (skill/competence)
- **inform on interest rates** (skill/competence)
- **interpret financial statements** (skill/competence)
- **interview bank loanees** (skill/competence)
- **maintain credit history of clients** (skill/competence)
- **monitor loan portfolio** (skill/competence)
- **obtain financial information** (skill/competence)
## Optional
- advise on financial matters (skill/competence)
- advise on risk management (skill/competence)
- apply credit risk policy (skill/competence)
- assess customer credibility (skill/competence)
- assist in loan applications (skill/competence)
- business loans (knowledge)
- check accounting records (skill/competence)
- collect property financial information (skill/competence)
- communicate with banking professionals (skill/competence)
- customer service (knowledge)
- debt classification (knowledge)
- debt systems (knowledge)
- examine mortgage loan documents (skill/competence)
- foreclosure (knowledge)
- maintain client debt records (skill/competence)
- manage loan applications (skill/competence)
- mortgage loans (knowledge)
- property law (knowledge)
- protect client interests (skill/competence)
- provide support in financial calculation (skill/competence)
- securities (knowledge)
- synthesise financial information (skill/competence)
- tax legislation (knowledge)
<!-- market-evidence -->
## Market evidence (job-ad analysis, 51 ads, as of 2026-07-15)
Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
### Hard skills
- loan origination — **37 %**
- mortgage lending — **20 %**
- sales — **20 %**
- credit analysis — **20 %**
### Responsibilities
- client communication — **20 %**
<!-- market-evidence -->